Inheritance Tax Portfolio Service

As clients’ assets develop progressively over time, pushing them over the exempt threshold, skilled Inheritance Tax (IHT) planning becomes more important to the success of a tax mitigation strategy.

A flexible way of managing IHT liability, and still maintain access to capital, is by holding assets which qualify for Business Property Relief. As long as these assets are held for at least two years then the value is not subject to Inheritance Tax.

Our skilled portfolio managers and advisers will construct a portfolio of appropriate securities that will aim to achieve your client's personal investment goals and provide a legacy of which they can be proud.

Please note that tax benefits may change from the current tax rules (2010/11), and will also depend on individual circumstances.